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Adam M. Hogue, Bay Financial Associates LLC

Adam M. Hogue, MBA, CFP®

Adam M Hogue is originally from Lowell, MA and attended Lowell High School and the University of Massachusetts at Lowell. After graduation, Adam received a scholarship to attend the University of Nebraska, where he received his MA in education.

When his MA was complete, Adam joined the United States Army and was commissioned as an officer, serving in the airborne at Fort Bragg, NC. This is where Adam’s passion for financial planning developed. Adam helped many of his young soldiers with budgeting, saving for retirement, and basic investing. While active in the Army, Adam received his MBA. After 4 years of active duty, Adam transferred to the Massachusetts Army National Guard.

Adam began his financial planning career at MetLife, followed by 3 years at Coastal Capital Group, a private wealth management firm in Danvers, MA, as a financial advisor. During this time, Adam attended Boston University and received a graduate certificate in financial planning. He later passed his CERTIFIED FINANCIAL PLANNER™ exam.

Adam then became the CEO of Constant Advisor, a digital financial planning company. After just over a year at Constant Advisor, Adam returned to his passion of helping families with financial planning and decisions by affiliating with LPL Financial as an independent financial advisor.

Adam lives in Lincoln, MA with his wife Katy and dog Woodstock and enjoys skiing, running, and hiking. Adam continues to serve in the Massachusetts Army National Guard and currently holds the rank of Major.

Contact:

Email: adam@uhfinancial.com
Phone: 978-762-5511

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